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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹23.8800
As on 10-Sep-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Union Largecap Fund - Regular Plan
|
|
|
Very High
|
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2.50 |
|
 |
|
Very High
|
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1.45 |
||
 |
|
Very High
|
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1.60 |
||
|
|
Very High
|
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1.58 |
||
|
|
Very High
|
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1.66 |
₹394 Cr
1.00 (15)
1,000
1,000
500
6
Investment Strategy
The scheme seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities of large cap companies.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
Union Largecap Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Union Largecap Fund - Regular Plan fund can be purchased from the website of Union Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Union Largecap Fund - Regular Plan is ₹23.8800 as of 10-Sep-2024.
The AUM of Union Largecap Fund - Regular Plan Fund is ₹394 Cr as of 31-Jul-2024
The riskometer level of Union Largecap Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
7.64
|
|
|
7.47
|
|
|
6.06
|
|
|
5.42
|
|
|
3.48
|
As of 31-Jul-2024, Union Largecap Fund - Regular Plan had invested 97.23% in Equity, 2.72% in Cash & Cash Eq. and 0.05% in Debt See More
Union Largecap Fund - Regular Plan is 7 years 4 months old. It has delivered 12.54% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
26.85%
|
13.03%
|
18.11%
|
12.69%
|
--
|
12.54%
|
No, There is no lock in period in Union Largecap Fund - Regular Plan.
The expense ratio of Union Largecap Fund - Regular Plan is 2.50.
